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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,670 | $111,535-34.8% | $105,223-30.9% | $137,256-47.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 35.25% | 237.85%-202.6pp | 180.65%-145.4pp | 220.34%-185.1pp |
| Employer contribution / active EE | $1,588 | $3,939-59.7% | $3,689-57.0% | $4,156-61.8% |
| Participant deferral / active EE | $888 | $5,500-83.9% | $5,072-82.5% | $6,407-86.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |